Harmony Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
9,798
-6,558
| -40% | -$774K | 0.43% | 62 |
|
|
2025
Q1 | $1.99M | Buy |
16,356
+593
| +4% | +$72.3K | 0.84% | 32 |
|
|
2024
Q4 | $1.7M | Sell |
15,763
-908
| -5% | -$97.8K | 0.67% | 42 |
|
|
2024
Q3 | $1.92M | Buy |
16,671
+932
| +6% | +$107K | 0.71% | 45 |
|
|
2024
Q2 | $1.58M | Sell |
15,739
-135
| -0.9% | -$13.5K | 0.66% | 45 |
|
|
2024
Q1 | $1.54M | Sell |
15,874
-292
| -2% | -$28.2K | 0.63% | 47 |
|
|
2023
Q4 | $1.57M | Buy |
+16,166
| New | +$1.57M | 0.66% | 47 |
|